Chad Milling
Chad Milling is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Dana Point, CA, with 31 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
34188 Pacific Coast Hwy, Suite D, Dana Point, CA, 92629
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is involved in insurance sales and long-term care through Highmark Financial Solutions Group since 2010. He works as a life agent, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
NFP Securities, INC.Broker
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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